See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,821 | $57,016-47.7% | $84,966-64.9% | $80,856-63.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 26.96% | 21.66%+5.3pp | 66.38%-39.4pp | 35.59%-8.6pp |
| Employer contribution / active EE | $7,066 | $1,798+293.1% | $2,727+159.1% | $2,755+156.5% |
| Participant deferral / active EE | $2,731 | $3,110-12.2% | $4,519-39.6% | $4,296-36.4% |
| Admin fee / account holder | $564 | $4,980-88.7% | $6,149-90.8% | $6,918-91.8% |